Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,239 | $96,524-77.0% | $75,900-70.7% | $152,909-85.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 35.52% | 33.93%+1.6pp | 30.73%+4.8pp | 345.46%-309.9pp |
| Employer contribution / active EE | $4,376 | $3,311+32.2% | $2,501+75.0% | $4,764-8.1% |
| Participant deferral / active EE | $9,452 | $4,554+107.5% | $3,604+162.3% | $5,851+61.5% |
| Admin fee / account holder | $112 | $8,082-98.6% | $5,421-97.9% | $11,601-99.0% |